Kassie Longfellow is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 15 years of industry experience. Kassie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8 Third Street North, Great Falls, MT, 59401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kassie is a notary public for the state of Montana, a board member for Benefis Foundation, a partial owner of Discovery Canyon, LLC, and the treasurer for PEO Chapter Q. These activities require minimal time commitment, ranging from a few hours per month to a few hours per week.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations43 states
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